Linonia Partnership Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$5.38B
Q ending 2026-03-31
Prior quarter
$4.42B
Q ending 2025-12-31
Change
+21.8% QoQ · +111.6% YoY
Positions
14
reported holdings
Largest positions
All 14 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Guidewire Software Inc | GWRE | Shares | $1.14B | 7.7M |
| Veeva Sys Inc | VEEV | Shares | $865.1M | 4.9M |
| New York Times Co Mtn Be | NYT | Shares | $756.4M | 9.0M |
| Somnigroup International Inc | SGI | Shares | $649.2M | 8.8M |
| Liberty Live Holdings Inc | LLYVK | Shares | $582.8M | 6.2M |
| Tradeweb Mkts Inc | TW | Shares | $328.4M | 2.8M |
| Liberty Media Corp Del | FWONK | Shares | $232.6M | 2.7M |
| Liberty Live Holdings Inc | LLYVA | Shares | $229.0M | 2.5M |
| Mercadolibre Inc | MELI | Shares | $225.2M | 130K |
| Liberty Media Corp Del | FWONA | Shares | $165.4M | 2.1M |
| Live Nation Entertainment In | LYV | Shares | $102.7M | 673K |
| Echostar Corp | ECHO | Shares | $81.5M | 696K |
| Transdigm Group Inc | TDG | Shares | $12.8M | 11K |
| Shake Shack Inc | SHAK | Shares | $8.4M | 96K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.